A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product. If you have not seen the January Coffee Break, you can check it out here. Or, you go to the website LTCcoffeebreak.com where you can... Continue Reading →
Asset Care ROP Color Commentary
Last week, our first Coffee Break episode of 2022 was released. In it, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson. We talked about the Asset Care Return of Premium product solution that was introduced with the 2017 Asset Care reprice. If you have not seen the January Coffee Break, you can... Continue Reading →
Can Your Plan Do This?
While I was returning home from my vacation, I was doing a Google search on “why should I buy LTC insurance”. The first website that came up was a landing page for a LTC specialist with an interesting approach. First was a statement of what we value. Let me parapharase: We love our family We... Continue Reading →
September 21 – CSU in Mt. Laurel
If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration is required. The agenda is pretty simple - over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,... Continue Reading →
An Idea From My Dad
Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you... Continue Reading →
Six Pack of Ideas
If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that we at OneAmerica offer. https://youtu.be/tDW-jCAIj1k LTC Coffee Break Espresso Shot 6/29/2022 If you missed it, you can check it out by clicking the video clip... Continue Reading →
Sales Opportunity – SPDR
This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on that idea. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 Check out this week's episode and more at LTCcoffeebreak.com. And, remember to join us on June... Continue Reading →
More Annuity Care
If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso... Continue Reading →
BIG NEWS!!!!!!!!!!!!!
If you haven't already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin. CLICK TO PLAY For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only... Continue Reading →
Asset Care Waiver of Premium
This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The waiver is not relevant with a single pay solution, but with Asset Care and the myriad of premium options, it is something to pay attention... Continue Reading →
Qualified Money & Annuity Care
For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am at LTCcoffeebreak.com. Lately, we've decided to jump into our mailbag and answer questions from our viewers. This week's question was - can qualified money be... Continue Reading →
3 Unique Funding Strategies
If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for this week, here are three premium strategies that (to the best of my knowledge) are unique to OneAmerica's Care Solutions. https://youtu.be/C6qiPyCySZw LTC Coffee Break Espresso... Continue Reading →
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